Join CCIM-WA as we welcome Bill Smead, Chief Investment Officer, Smead Capital Management, and Kevin O'Keefe, Managing Director, Private Wealth Advisor at Ameriprise Financial Services.
The experts wills share information on investment risk vs. market risk; stock-picking, energy markets, diversifying exposure, and U.S. housing.
Meet your presenters:
Bill Smead is the final decision-maker for investment and portfolio decisions and is responsible for the implementation of those decisions in the firm’s separate accounts and mutual funds.
Prior to founding Smead Capital Management in 2007, Bill was the Managing Director/Portfolio Manager of Smead Investment Group of Wachovia Securities. Previously, he was with Smith Barney and Oppenheimer & Co. Bill began his career in the investment business with Drexel Burnham Lambert in 1980.
Kevin O'Keefe started in the mailroom at Drexel Burnham Lambert company while attending Seattle Pacific University and quickly worked his way up to the ranks of a financial advisor in 1989. Before joining Ameriprise, Kevin advised clients at Morgan Stanley. While there, Kevin focused on managed accounts, financial planning, asset allocation, and estate planning. Recruited to Ameriprise because of his experience and success, Kevin is now a managing director and private wealth advisor at Ameriprise.